See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,029 | $59,107+3.3% | $86,436-29.4% | $68,494-10.9% |
| Participation rate | 62.7% | 75.2%-12.6pp | 80.3%-17.7pp | 67.9%-5.2pp |
| Annual return | -18.10% | -0.23%-17.9pp | 4394.89%-4413.0pp | -7.84%-10.3pp |
| Employer contribution / active EE | $2,091 | $2,519-17.0% | $3,769-44.5% | $2,596-19.5% |
| Participant deferral / active EE | $3,711 | $5,901-37.1% | $6,952-46.6% | $4,027-7.8% |
| Admin fee / account holder | $1,553 | $5,637-72.4% | $6,731-76.9% | $5,403-71.3% |